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Comprehensive Wealth Management

Whether you’re planning for retirement or building a legacy, we bring every aspect of your financial life together under one coordinated strategy.

Personalized Advice

Wealth
&
Financial Planning Analysis

We perform a comprehensive review of your full financial picture to identify opportunities. This analysis informs the creation of a customized wealth strategy designed to achieve your long-term goals.

SOCIAL SECURITY
&
RETIREMENT INCOME ANALYSIS

We evaluate claiming strategies and spousal benefits to maximize your lifetime retirement income. Our focus is on optimizing cash flow to ensure a secure and confident post-career lifestyle.

PORTFOLIO ANALYSIS

Our in-depth review analyzes diversification, risk levels, and investment costs for maximum tax efficiency. We identify key adjustments to better align your portfolio with your specific financial objectives.

TAX & ESTATE PLANNING COORDINATION

We coordinate directly with your CPA and attorney to ensure a tax-efficient wealth transfer. Our strategy focuses on protecting your legacy through sophisticated asset protection and multi-generational planning.

BUSINESS OWNER PLANNING & ADVISORY

We align your business and personal goals through strategic succession and liquidity planning. Our team coordinates banking and financing resources to support long-term growth and treasury efficiency.

40+ YEARS

of combined experience

Institutional Resources. Personalized Advice.

A coordinated team of specialists leveraging global institutional platforms to work exclusively on your behalf.

$1.7 BILLION+

Total Team AUM

(as of May 31, 2025)

Firm Est. 1908

POWERED BY RBC WEALTH MANAGEMENT

1.6 TRILLION +

in AUM in RBC Bank

Your Goals Are At The Center of Everything We Do

At Aegis Capital Corp, we believe that true wealth management begins with a deep understanding of your unique journey. Our commitment is to provide a holistic financial strategy that evolves with you, ensuring every decision is rooted in your long-term aspirations and immediate needs. We bridge the gap between institutional resources and personalized advice, offering a level of service that high-net-worth clients expect and deserve.

Our Leadership Team

Jeff Nishijima

Financial PLanning

Consultant

Thomas Herity

Chief Supervisory Officer

Michael J. Pata

Head Of Business Development

Isaac L. Eide

Head Of Investment Banking

Marisa Garcia

Senior Client Service Associate

Robert J. Eide

Chief Executive Officer and Chairman of the Board

Anthony Lapadula

Head Of Equity Capital Markets

George Kott

Chief Operating Officer

Steve Dubinsky

Chief Administrative Officer

Robert Feinman

Chief Compliance Officer

About Jeff Nishijima

Professional office headshot of Jeff Nishijima

Strategic Vision & Dedicated Leadership

Jeff Nishijima is a Financial Planning Consultant and Managing Director with Aegis Capital Corporation, helping high-net-worth individuals, families, executives, and business owners pursue their long-term financial goals through comprehensive wealth management and personalized financial planning.

The Planning Process

01

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03

04

05

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Discovery
Financial Analysis
Strategy Design
Implementation
Coordination
Monitoring

We begin with a high-level exploration of your financial aspirations and relationship goals.

A deep dive into your assets, liabilities, and current financial structures for a clear perspective.

Crafting a bespoke wealth management blueprint that aligns your capital with your vision.

Executing the strategy through precision portfolio management and banking relationships.

Unifying efforts with your external advisors for seamless tax and estate coordination.

Ongoing assessment and dynamic adjustments to ensure your plan evolves with your life.

Business Owner Solutions

Capital & Financing
  • Working Capital Solutions
  • Commercial Lending
  • Business Financing
  • SBA Lending Resources
Treasury & Cash Management
  • Treasury Management
  • Cash Management
  • Business Banking Relationships
Succession & Benefits
  • Exit Planning
  • Succession Planning
  • Executive Benefits
  • Retirement Plans

Jeff coordinates with banking and lending professionals to align institutional-level financing directly with your broader financial strategy, ensuring your business capital works in harmony with your private wealth goals.

Educational Resources

Deepen your financial knowledge with our curated articles on wealth preservation, market insights, and legacy strategies.

Ready to Take the Next Step?

Schedule a complimentary consultation to discuss your financial goals and discover how personalized planning can help you build, preserve, and transfer wealth with confidence.

Complimentary Financial Consultation

Net-Worth
Interest Areas

We bridge the gap between institutional resources and personalized advice. Reach out to discuss a coordinated team approach focused exclusively on your private wealth goals.

BUSINESS INFO

Address.

1800 S Novell Place Provo UT, 84606

Email.

info@aegiscap.com

Telephone.

1.801877.5577

OPENING HOURS

Mon - Fri

9 am – 5 pm

Sat

9 am – 2 pm

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